Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
DIK EDWARD & EVELYN FAM FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 630858
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CINCINNATI, OH452630858
A Employer identification number

46-6500183
B Telephone number (see instructions)

(800) 400-0439
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,541,012
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 156,291 155,854  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 308,740
b Gross sales price for all assets on line 6a 1,259,267
7 Capital gain net income (from Part IV, line 2)... 308,740
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 465,031 464,594  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 75,137 63,866   11,270
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 1,470 735 0 735
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 4,861 2,479   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 15     15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 81,483 67,080 0 12,020
25 Contributions, gifts, grants paid....... 317,000 317,000
26 Total expenses and disbursements. Add lines 24 and 25 398,483 67,080 0 329,020
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 66,548
b Net investment income (if negative, enter -0-) 397,514
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1 -1,272 -1,272
2 Savings and temporary cash investments......... 254,431 190,375 190,375
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 892,424 Click to see attachment
List of Attached Documents:
// Content
1,609,954
2,291,323
c Investments—corporate bonds (attach schedule)....... 357,877 Click to see attachment
List of Attached Documents:
// Content
304,409
268,021
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,648,284 Click to see attachment
List of Attached Documents:
// Content
3,136,252
3,792,565
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,153,017 5,239,718 6,541,012
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 5,153,017 5,239,718
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,153,017 5,239,718
30 Total liabilities and net assets/fund balances (see instructions). 5,153,017 5,239,718
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,153,017
2
Enter amount from Part I, line 27a .....................
2
66,548
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
21,607
4
Add lines 1, 2, and 3 ..........................
4
5,241,172
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,454
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,239,718
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 50000. TORONTO DOMINION BANK 06/12/19 2.650 06/12/24   2020-11-19 2024-06-12
b 169. ABBOTT LABS   2020-03-30 2024-07-18
c 297. AMERICAN ELEC PWR INC COM   2019-10-03 2024-07-18
d 300. AMERICAN ELEC PWR INC COM   2019-11-20 2024-07-18
e 138. APPLE COMPUTER INC   2022-03-25 2024-07-18
700. BRISTOL MYERS SQUIBB CO   2013-05-09 2024-07-18
596. CVS CORP COM   2020-03-30 2024-07-18
600. INTEL CORP COM   2013-02-22 2024-07-18
1800. ISHARES MSCI EAFE VALUE INX ETF   2022-07-15 2024-07-18
1. J P MORGAN CHASE & CO   2021-05-20 2024-07-18
225. J P MORGAN CHASE & CO   2017-07-17 2024-07-18
1344.688 JPMORGAN TR I EQTY INCOME R6 SH   2022-12-19 2024-07-18
460.193 JPMORGAN TR I EQTY INCOME R6 SH   2023-05-18 2024-07-18
71. JOHNSON & JOHNSON   2020-03-30 2024-07-18
500. MERCK & CO INC   2016-06-03 2024-07-18
200. MERCK & CO INC   2013-05-09 2024-07-18
65. MICROSOFT CORP   2020-04-16 2024-07-18
558. MONDELEZ INTL INC CL A   2018-04-09 2024-07-18
800. MONDELEZ INTL INC CL A   2017-09-01 2024-07-18
131. PROCTER & GAMBLE CO COM   2014-06-16 2024-07-18
134. SCHWAB US DIVIDEND EQUITY   2022-03-25 2024-07-18
295. SCHWAB US DIVIDEND EQUITY   2022-06-02 2024-07-18
692. SECTOR SPDR TR FINANCIAL ETF [EQTY]   2022-09-30 2024-07-18
10. AMEX TECH SECTOR SPDR TR   2022-09-30 2024-07-18
106. VANGUARD DIVIDEND APPRECIATION ETF [RIC]   2022-05-04 2024-07-18
575. VANGUARD MID-CAP ETF   2022-11-22 2024-07-18
5. VANGUARD LARGE-CAP ETF   2021-08-13 2024-07-18
17. VANGUARD LARGE-CAP ETF   2021-09-27 2024-07-18
327. VANGUARD SMALL-CAP ETF   2022-11-22 2024-07-18
248. WAL MART STORES INC COM   2020-06-11 2024-07-18
400. INTEL CORP COM   2013-02-22 2024-08-22
85. ISHARES MSCI EAFE VALUE INX ETF   2022-07-15 2024-08-22
261. ISHARES CORE MSCI EAFE   2023-05-18 2024-08-22
49. ESG AWARE MSCI EAFE ETF   2022-11-22 2024-08-22
213. JOHNSON & JOHNSON   2020-03-30 2024-08-22
549. PFIZER INC   2013-05-28 2024-08-22
500. SCHWAB US DIVIDEND EQUITY   2020-11-19 2024-08-22
75. AMEX TECH SECTOR SPDR TR   2022-09-30 2024-08-22
340. VANGUARD DIVIDEND APPRECIATION ETF [RIC]   2022-05-04 2024-08-22
23. VANGUARD MID-CAP ETF   2022-11-22 2024-08-22
54. VANGUARD EXTENDED MARKET ETF   2023-05-18 2024-08-22
25. VANGUARD SMALL-CAP ETF   2022-11-22 2024-08-22
298. WAL MART STORES INC COM   2020-06-11 2024-08-22
. NAVIENT CORP     2024-11-04
. WELLS FARGO COMPANY     2024-11-13
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 50,000   53,468 -3,468
b 17,085   13,439 3,646
c 27,846   27,410 436
d 28,127   27,249 878
e 30,892   23,989 6,903
30,645   27,818 2,827
36,349   35,449 900
21,461   12,282 9,179
99,429   75,266 24,163
211   160 51
47,505   20,603 26,902
33,510   30,000 3,510
11,468   10,000 1,468
11,146   9,368 1,778
61,613   27,045 34,568
24,645   8,593 16,052
28,348   11,407 16,941
37,893   23,469 14,424
54,326   32,641 21,685
22,225   10,443 11,782
11,061   10,605 456
24,352   22,821 1,531
30,136   21,133 9,003
2,232   1,198 1,034
20,059   16,800 3,259
144,385   121,382 23,003
1,269   1,043 226
4,316   3,528 788
75,263   62,782 12,481
17,533   10,071 7,462
8,232   8,188 44
4,735   3,554 1,181
19,817   17,832 1,985
4,014   3,214 800
34,264   28,103 6,161
15,745   15,197 548
41,134   30,849 10,285
16,798   8,983 7,815
65,305   53,887 11,418
5,831   4,855 976
9,499   7,501 1,998
5,709   4,800 909
22,528   12,102 10,426
41     41
285     285
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -3,468
b       3,646
c       436
d       878
e       6,903
      2,827
      900
      9,179
      24,163
      51
      26,902
      3,510
      1,468
      1,778
      34,568
      16,052
      16,941
      14,424
      21,685
      11,782
      456
      1,531
      9,003
      1,034
      3,259
      23,003
      226
      788
      12,481
      7,462
      44
      1,181
      1,985
      800
      6,161
      548
      10,285
      7,815
      11,418
      976
      1,998
      909
      10,426
      41
      285
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 308,740
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 5,525
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 5,525
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,525
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,748
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,748
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 3,777
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowFIFTH THIRD BANK NA Telephone no.right arrow (312) 633-0244

Located atright arrow38 FOUNTAIN SQUARE PLAZA MD1090VDCINCINNATIOH ZIP+4right arrow45202
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
FIFTH THIRD BANK N A TRUSTEE
1
65,137    
111 LYON ST NW
GRAND RAPIDS,MI49503
EVELYN DIX BOARD MEMBER
1
0    
2640 N CEDAR RD
NEW LENOX,IL60451
STEVEN E DIX BOARD MEMBER
1
10,000    
12432 TAHOE LANE
MOKENA,IL60448
KRISTINE S TAYLOR BOARD MEMBER
1
0    
5525 S MORGAN STREET
SEATTLE,WA98118
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
6,170,434
b
Average of monthly cash balances.......................
1b
227,506
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,397,940
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,397,940
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
95,969
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,301,971
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
315,099
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
315,099
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,525
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,525
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
309,574
4
Recoveries of amounts treated as qualifying distributions................
4
20,000
5
Add lines 3 and 4............................
5
329,574
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
329,574
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
329,020
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
329,020
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 329,574
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 253,906
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 329,020
a Applied to 2023, but not more than line 2a 253,906
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2024 distributable amount..... 75,114
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
254,460
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
EVELYN DIX
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
FIFTH THIRD BANK N A FOUNDATION O
38 FOUNTAIN SQ PLAZA MD1090VD
CINCINNATI,OH45202
(312) 633-0244
NONE
bThe form in which applications should be submitted and information and materials they should include:
LETTER
cAny submission deadlines:
DECEMBER 31
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

UNITED SERVICE ORGANIZATIONS INC

2111 WILSON BLVD STE 1200
ARLINGTON,VA222013001
NONE PC GENERAL OPERATING SUPPORT 5,000

COUNTRY DOCTOR COMMUNITY CLINIC

2101 E YESLER WAY
SEATTLE,WA981225959
NONE PC GENERAL OPERATING SUPPORT 10,000

BEST FRIENDS ANIMAL SOCIETY

5001 ANGEL CANYON RD
KANAB,UT847415000
NONE PC GENERAL OPERATING SUPPORT 2,000

TEAM RUBICON

6171 W CENTURY BLVD NO 310
LOS ANGELES,CA900455300
NONE PC GENERAL OPERATING SUPPORT 5,000

BRAVEHEARTS THERAPEUTIC RIDING
& EDUCATIONAL CENTER
7319 MAXON RD
HARVARD,IL60033
NONE PC PROJECT/PROGRAM SUPPORT 5,000

MOODY BIBLE INSTITUTE OF CHICAGO
STEWARDSHIP OFFICE
820 N LA SALLE DR
CHICAGO,IL606103214
NONE PC GENERAL OPERATNG SUPPORT 20,000

ANN & ROBERT H LURIE CHILDREN'S
HOSPITAL OF CHICAGO
225 E CHICAGO AVE BOX 4
CHICAGO,IL606112991
NONE PC PROJECT/PROGRAM SUPPORT 20,000

CRADLE SOCIETY

2049 RIDGE AVE
EVANSTON,IL602012794
NONE PC GENERAL OPERATING SUPPORT 10,000

SHRINERS HOSPITAL FOR CHILDREN

2211 N OAK PARK AVE
CHICAGO,IL60707
NONE PC GENERAL OPERATING SUPPORT 10,000

GIDEONS INTERNATIONAL

50 CENTURY BLVD
NASHVILLE,TN37214
NONE PC CONTRIBUTION 5,000

REST HAVEN ILLIANA CHRISTIAN
CONVALESCENT HOME
18601 N CREEK DR
TINLEY PARK,IL604776397
NONE PC ANNUAL FUND 2,500

MORNING STAR MISSION MINISTRIES

350 E WASHINGTON ST
JOLIET,IL604331150
NONE PC GENERAL OPERATING SUPPORT 10,000

PACIFIC GARDEN MISSION

1458 S CANAL ST
CHICAGO,IL606075201
NONE PC GENERAL OPERATING SUPPORT 7,500

CRISIS CENTER FOR SOUTH SUBURBIA

PO BOX 39
TINLEY PARK,IL604770039
NONE PC CONTRIBUTION 50,000

NAPERVILLE AREA HUMANE SOCIETY INC

1620 W DIEHL RD
NAPERVILLE,IL605631130
NONE PC GENERAL OPERATING SUPPORT 1,000

NIGHT MINISTRY

4711 N RAVENSWOOD
CHICAGO,IL60640
NONE PC GENERAL OPERATING SUPPORT 25,000

RONALD MCDONALD HOUSE CHARITIES OF
CHICAGOLAND & NORTHWEST INDIANA
1900 SPRING RD STE 310
OAK BROOK,IL60523
NONE PC PROJECT/PROGRAM SUPPORT 55,000

PEACE LUTHERAN CHURCH OF NEW LENOX

1900 E LINCOLN HWY
NEW LENOX,IL60451
NONE PC PROJECT/PROGRAM SUPPORT 8,000

PEDIATRIC ONCOLOGY TREASURE
CHEST FOUNDATION
15430 70TH CT
ORLAND PARK,IL60462
NONE PC GENERAL OPERATING SUPPORT 2,000

SALEM CHILDRENS HOME

15161 N 400 E RD
FLANAGAN,IL617409143
NONE PC PROJECT/PROGRAM SUPPORT 31,500

CAMP QUALITY USA INC

PO BOX 641
LANSING,IL60438
NONE PC PROJECT/PROGRAM SUPPORT 20,000

GARY SINISE FOUNDATION

P O BOX 40726
NASHVILLE,TN37204
NONE PC CONTRIBUTION 2,500

YWCA OF SEATTLE - KING COUNTY
SNOHOMISH COUNTY
1118 5TH AVE
SEATTLE,WA981013001
NONE PC PROJECT/PROGRAM SUPPORT 5,000

NORTHWEST HARVEST E M M

PO BOX 12272
SEATTLE,WA981020272
NONE PC GENERAL OPERATING SUPPORT 3,000

RAINIER VALLEY FOOD BANK

9021 RAINIER AVE S
SEATTLE,WA981185024
NONE PC GENERAL OPERATING SUPPORT 2,000
Total .................................right arrow 3a 317,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 156,291  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 308,740  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   465,031  
13Total. Add line 12, columns (b), (d), and (e)..................
13
465,031
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
DIK EDWARD & EVELYN FAM FOUNDATION
EIN:
46-6500183
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,470 735   735

TY 2024 InvestmentsCorpBondsSchedule
Name:
DIK EDWARD & EVELYN FAM FOUNDATION
EIN:
46-6500183
Name of Bond End of Year Book Value End of Year Fair Market Value
89114QCA4 TORONTO DOMINION BAN    
110122DE5 BRISTOL-MYERS SQUIBB 28,407 24,476
166764BL3 CHEVRON CORP SR NT 0 54,813 49,024
191216CR9 COCA COLA CO SR GLBL 27,910 24,481
458140BQ2 INTEL CORP SR NT 03/ 57,426 48,778
718172CE7 PHILIP MORRIS INTL I 55,396 47,567
857477AT0 STATE STR CORP SR GL 53,968 49,698
88579YAV3 3M CO 09/19/16 2.250 26,489 23,997

TY 2024 InvestmentsCorpStockSchedule
Name:
DIK EDWARD & EVELYN FAM FOUNDATION
EIN:
46-6500183
Name of Stock End of Year Book Value End of Year Fair Market Value
002824100 ABBOTT LABS 28,945 41,172
00287Y109 ABBVIE INC 41,915 82,631
025537101 AMERICAN ELEC PWR IN    
037833100 APPLE INC 88,024 250,420
110122108 BRISTOL MYERS SQUIBB    
126650100 CVS HEALTH CORPORATI    
458140100 INTEL CORP    
46625H100 JPMORGAN CHASE & CO 25,182 65,920
478160104 JOHNSON & JOHNSON 25,992 28,490
58933Y105 MERCK & CO INC 21,484 49,740
594918104 MICROSOFT CORP 101,132 252,900
609207105 MONDELEZ INTL INC CL    
717081103 PFIZER INC 29,723 29,050
742718109 PROCTER & GAMBLE CO 35,817 75,443
931142103 WALMART INC 31,554 70,202
166764100 CHEVRON CORPORATION 35,931 54,460
149123101 CATERPILLAR INC 58,793 96,494
00724F101 ADOBE SYS INC 30,731 24,457
02079K305 ALPHABET INC CAP STK 137,136 146,708
023135106 AMAZON.COM INC 155,532 186,482
038222105 APPLIED MATLS INC 60,715 45,536
060505104 BANK AMER CORP 51,982 52,740
09290D101 BLACKROCK INC 42,069 51,256
127387108 CADENCE DESIGN SYS I 37,122 40,562
254687106 DISNEY WALT CO 19,470 22,270
30303M102 META PLATFORMS INC C 56,515 70,261
36828A101 GE VERNOVA INC 11,412 23,354
369550108 GENERAL DYNAMICS COR 26,454 23,714
369604301 GE AEROSPACE 23,671 25,019
617446448 MORGAN STANLEY 44,646 53,431
65339F101 NEXTERA ENERGY INC 23,260 23,299
654106103 NIKE INC 9,843 10,215
67066G104 NVIDIA CORP 90,097 100,718
713448108 PEPSICO INC 47,470 41,817
88160R101 TESLA, INC 51,056 80,768
91324P102 UNITEDHEALTH GROUP I 42,508 37,940
92826C839 VISA INC CL A 67,505 79,010
G54950103 LINDE PLC COM ISIN# 29,197 27,214
H1467J104 CHUBB LIMITED ISIN# 27,071 27,630

TY 2024 InvestmentsOtherSchedule2
Name:
DIK EDWARD & EVELYN FAM FOUNDATION
EIN:
46-6500183
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
192476505 COHEN & STEERS REALT AT COST 50,618 56,871
46432F842 ISHARES CORE MSCI EA AT COST 257,013 285,618
808524797 SCHWAB US DIVIDEND E AT COST 92,548 122,940
46641Q837 JPMORGAN ULTRA SHORT AT COST 236,968 237,545
922908637 VANGUARD LARGE-CAP E AT COST 392,178 520,521
256210105 DODGE & COX INCOME F AT COST 60,000 60,696
258620103 DOUBLELINE TOTAL RET AT COST 110,000 106,182
315911750 FIDELITY 500 INDEX F AT COST 430,000 640,731
317609295 SEAFARER OVERSEAS GR AT COST 69,180 73,227
464287457 ISHARES 1-3 YEAR TRE AT COST 120,435 118,543
464288661 ISHARES BARCLAYS 3-7 AT COST 235,945 232,833
464288877 ISHARES MSCI EAFE VA AT COST 54,986 68,998
46435G516 ESG AWARE MSCI EAFE AT COST 49,586 57,562
81369Y605 SELECT SECTOR SPDR T AT COST 18,324 28,998
81369Y803 TECHNOLOGY SELECT SE AT COST 38,928 75,569
921908844 VANGUARD DIVIDEND AP AT COST 53,186 66,582
922908629 VANGUARD MID-CAP ETF AT COST 116,472 146,064
922908751 VANGUARD SMALL-CAP E AT COST 115,300 144,649
056823396 BAILLIE GIFFORD EMRG AT COST 69,268 79,030
131649766 CALVERT EMERGING MAR AT COST 85,729 98,381
46137V431 INVESCO S&P 500 GARP AT COST 119,381 146,098
46636U876 JPMORGAN TR I EQTY I      
922908652 VANGUARD EXTENDED MA AT COST 180,578 246,974
92647P654 VICTORY MARKET NEUTR AT COST 179,629 177,953

TY 2024 OtherDecreasesSchedule
Name:
DIK EDWARD & EVELYN FAM FOUNDATION
EIN:
46-6500183
Description Amount
2024 TRANSACTION POSTED IN 2025 1,454


TY 2024 OtherExpensesSchedule
Name:
DIK EDWARD & EVELYN FAM FOUNDATION
EIN:
46-6500183
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 15 0   15


TY 2024 OtherIncreasesSchedule
Name:
DIK EDWARD & EVELYN FAM FOUNDATION
EIN:
46-6500183
Description Amount
ROUNDING 6
2023 TRANSACTION POSTED IN 2024 1,601
RECOVERY OF PY GRANTS 20,000


TY 2024 TaxesSchedule
Name:
DIK EDWARD & EVELYN FAM FOUNDATION
EIN:
46-6500183
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 634 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,748 0   0
FOREIGN TAXES ON QUALIFIED FOR 2,134 2,134   0
FOREIGN TAXES ON NONQUALIFIED 345 345   0